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Arden Thomas Widmann

WIDMANN FINANCIAL SERVICES, INC.·BOWIE, Maryland
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record31 years registeredWIDMANN FINANCIAL SERVICES, INC.
4321 NORTHVIEW DRIVE, BOWIE, MD 20716CRD# 1891122Firm CRD# 289106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arden Thomas Widmann · BOWIE, MD
Registration
CRD #1891122 · WIDMANN FINANCIAL SERVICES, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

WIDMANN FINANCIAL SERVICES
Oct 2017 – present
COMMONWEALTH FINANCIAL NETWORK
May 1995 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 31, 1995
Years registered · 31
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WIDMANN FINANCIAL SERVICES, INC.
CRD 289106 · SEC 801-111962
AUM
$341M
Regulatory assets under management
Employees
10
932 client accounts
Services offered by WIDMANN FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WIDMANN FINANCIAL SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Arden Thomas Widmann offer?
Arden Thomas Widmann specializes in Financial Planning, Investment Management. Contact their office in BOWIE, Maryland for a consultation.
What are Arden Thomas Widmann's credentials?
Arden Thomas Widmann holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Arden Thomas Widmann located?
Arden Thomas Widmann is based in BOWIE, Maryland, working with WIDMANN FINANCIAL SERVICES, INC.. Their office serves clients in the BOWIE metropolitan area and surrounding communities.
How does Arden Thomas Widmann charge for services?
Arden Thomas Widmann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIDMANN FINANCIAL SERVICES, INC.?
WIDMANN FINANCIAL SERVICES, INC. has approximately 10 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WIDMANN FINANCIAL SERVICES, INC.

Robert Priester Ready
BOWIE, MD
Laura Ann Ruiz
BOWIE, MD

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